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  • Tom Wood

    Tom C. Wood Jr.

    Financial Advisor
    609 North 291 Highway
    Lee's Summit, MO 64086
    Phone: 816.525.5300
    Email: tom.wood@investfinancial.com

    Biography:

    Tom works closely with individuals and families from diverse financial backgrounds to develop personal financial plans that address current needs while working to achieve well defined financial goals. To achieve your short- and long-term goals, it is important to establish a sustainable investment plan. Your plan should:

    • addresses your current financial situation
    • is goal driven
    • reflects your risk tolerance and investment horizon
    • consider all aspects of your financial life; savings, education funding, investments, insurance, taxes, as well as long-term retirement and estate strategy.

    Once established, Tom will invite you to periodically review the plan. Not only to ensure you are satisfied with recent performance, but to make any adjustments necessary to keep your plan on track when life situations and /or economic conditions change.

    Tom holds Series 7, 63 and 66 securities registrations and insurance licenses in Missouri and Kansas. When not serving his clients, he stays busy trying to keep up with his daughters, doing a little woodworking and researching his family history.

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    This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

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  • 114144 (2015.02.06)